Jared Davison is a financial advisor with First Citizens Asset Management, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining First Citizens in 2017, he worked at Lincoln Financial Advisors for four years. Outside of his advisory role, he is involved with the Soda City Outlaws Softball Organization as a coach and administrative manager. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios using a combination of quantitative and qualitative criteria.

Michele Lowery is a financial advisor at First Citizens Asset Management, Inc. with 10 years of industry experience. She has been with First Citizens in various capacities since 1997, including roles at First Citizens Bank and First Citizens Investor Services. Outside of her advisory work, she serves as a signer on the bank business accounts for The Brickmaster, LLC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and offers global, multi-asset model portfolios using a combination of quantitative and qualitative research.

Noah Powell is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked at multiple firms including LPL Financial, Good Life Advisors, LLC, and Cornerstone Financial Management. Prior to his advisory roles, he spent five years at the University of South Carolina and has experience in educational settings. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms to tailor portfolio construction and ongoing oversight.

Cheyanne Powell is a financial advisor at Integrated Advisors Network LLC with a Series 65 credential and one year of industry experience. She has previously worked at Capital City Financial Partners and held roles at Benedict College and Anatol Rodgers High School. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and related consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, along with various allocation and hedging strategies, and frequently utilizes third-party sub-adviser platforms for portfolio management.

Brett Blankenship is a financial advisor with First Citizens Asset Management, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with First Citizens Asset Management since 2013 and previously spent 10 years at Blue Marlin LLC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios using a multi-team platform of 33 advisors and approximately $167 million in discretionary assets as of year-end 2024.

Kenneth Webb II is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Capital City Financial Partners, Edward Jones, Bank of America/Merrill Lynch, AEgis Technologies, and Merrill. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a combination of fundamental and quantitative analysis along with diversified allocation strategies and often utilizes third-party sub-advisers to manage client portfolios.

Bennett Miller is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience that includes roles at Good Life Advisors, LLC, LPL Financial, and in education at various South Carolina schools. Great Valley Advisor Group is an SEC-registered multi-team investment adviser supporting approximately 190 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities, offering a range of investment management and financial planning services through both discretionary and non-discretionary programs.

Brandie Blackwell is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Apollon, she worked at Motley Fool Wealth Management and Fidelity Investments. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles, utilizing centrally managed model strategies alongside locally managed portfolios.

Joshua Bradley is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at Integrated Advisors Network since 2018 and has prior experience with Capital City Financial Partners, Great Lakes & Atlantic Wealth Management and Advisory Partners, and Phoenix Life Insurance. Outside of advising, he is an independent insurance agent and also serves as a notary. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches within a risk-profile framework and utilizes third-party sub-advisers while providing portfolio management, financial planning, and educational seminars.

Richard Kinney is a financial advisor at Trek Financial with 15 years of industry experience. He holds a Series 65 designation and has worked at Trek Financial since 2018, following two years at Horter Investment Management. Kinney also operates Kinney Retirement Strategies, LLC as an associate, marketing fixed insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a mix of rules-based, evidence-based, fundamental, and technical analysis models, integrating artificial intelligence tools and providing access to a broad range of model and alternative investment strategies.

Jonathan Jolley is a financial advisor at Great Valley Advisor Group, LLC with seven years of industry experience. He has worked with Good Life Advisors, LLC, LPL Financial, Southern Health and Retirement Planning, and Genoa Healthcare. His credentials include the Series 66 designation. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of proprietary strategies and third-party managers across various platforms.

Robert Templeton is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including prior roles at Waddell & Reed and LPL Financial. Outside of his advisory work, Templeton is an author and musician, and he has served as a pastor at Neeses Baptist Church. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, and trusts. The firm emphasizes individualized portfolio construction and oversight, combining in-house strategies with third-party managers and sponsored platforms.

Michael Forney is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at several firms including Newfront Retirement Services, Ameriprise Financial Services, and Facet Wealth. Forney’s earlier career includes roles outside traditional financial advisory, such as alumni relations at Mount Vernon Nazarene University. Lifeworks Advisors serves a diverse client base that includes individuals, trusts, charitable organizations, retirement plans, and businesses, offering wealth management, financial planning, retirement plan advisory, and tax preparation services. The firm employs a planning-based “tranche” framework combined with a risk-based approach to portfolio construction, utilizing a variety of investment vehicles and incorporating both quantitative and fundamental analysis supported by artificial intelligence tools under human oversight.

Jeffrey Stock Jr. is a financial advisor with Advisory Services Network holding a Series 66 designation and 21 years of industry experience. He has worked at Kovack Securities, Inc. since 2014 and with Advisory Services Network since 2011. Outside of his advisory role, he serves on the board and performs as an ensemble member for the North Carolina Brass Band. Advisory Services Network is an enterprise firm with about 208 independent advisors serving individuals, families, corporations, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Alex Suggs is a financial advisor at Integrated Advisors Network LLC with nine years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes positions at Bank of America, Merrill, UBS Financial Services, and The Vanguard Group. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis strategies and frequently utilizes third-party sub-adviser platforms to implement customized client plans.

Matthew Terry is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and six years of industry experience. He is a co-founder of Terry Brothers Tax, where he provides federally licensed tax representation services separate from his advisory role. Additionally, he co-founded Fort Financial Software, LLC, which develops data-audit and operational support tools for businesses. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party solutions.

Richard Miller is a CFP® and ChFC® with five years of experience in financial advising. He is currently with Regal Investment Advisors LLC and also has experience at Regulus Financial Group, LLC and MWA Financial Services Inc. Outside of his advisory roles, he serves on the boards of several nonprofit and community organizations focused on event planning and volunteer activities. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to registered advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Robert Price is a financial advisor with Great Valley Advisor Group, LLC based in Columbia, SC. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Good Life Advisors, LPL Financial, and Waddell & Reed. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using both in-house strategies and third-party managers across various platforms.

Karl Mueller is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at First Citizens Asset Management since 2006 and at First Citizens Investor Services, Inc. since 2016. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset portfolios using a multi-team platform and employs a combination of quantitative and qualitative criteria with dynamic asset allocation.

Michael Barron is a financial advisor at Regal Investment Advisors LLC, holding the CFP® and ChFC® designations with five years of industry experience. He previously worked at Regulus Financial Group, LLC and has been involved with Barron Insurance Services since 2015 as an insurance agent. Outside of advisory services, he engages in the resale of collectibles through a separate business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages several proprietary and third-party investment strategies on a sub-advisory basis and handles trade execution and portfolio management within strategy guidelines.